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754 hedge funds and large institutions have $11.9B invested in Toast in 2026 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 309 increasing their positions, 224 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 798754 (-44)

20% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 135

25% less capital invested

Capital invested by funds: $15.9B → $11.9B (-$4B)

Holders
754
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$450M
Puts
$276M
Net Calls
Net Calls Change

Top Buyers

1 +$264M
2 +$221M
3 +$146M
4
Jane Street
Jane Street
New York
+$118M
5
MG
Meritage Group
California
+$102M

Top Sellers

1 -$441M
2 -$356M
3 -$255M
4
DCP
Durable Capital Partners
Maryland
-$81.6M
5
XL
XN LP
New York
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
676
Bell Investment Advisors
California
$4.43K
WSFS
677
Wilmington Savings Fund Society
Delaware
$4.24K
HDIM
678
Hanson & Doremus Investment Management
Vermont
$4K
FFG
679
Forum Finance Group
$4K
MBFW
680
Morton Brown Family Wealth
Pennsylvania
$3.98K
NS
681
NBC Securities
Alabama
$3.98K
HHCP
682
Hilton Head Capital Partners
South Carolina
$3.98K
CFM
683
Cornerstone Financial Management
Massachusetts
$3.95K
GBT
684
Grove Bank & Trust
Florida
$3.84K
PWPS
685
Pinnacle Wealth Planning Services
Ohio
$3.71K
VFM
686
Vision Financial Markets
Connecticut
$3.58K
GSWM
687
Golden State Wealth Management
California
$3.55K
GEA
688
Glen Eagle Advisors
New Jersey
$3.13K
WBC
689
West Branch Capital
Massachusetts
$3.08K
CT
690
Colonial Trust
South Carolina
$3.08K
CI
691
CX Institutional
Indiana
$3K
JWA
692
JFS Wealth Advisors
Pennsylvania
$2.92K
FFO
693
Fortitude Family Office
Arizona
$2.68K
VNT
694
Vanguard National Trust
Pennsylvania
$2.68K
WIM
695
Westside Investment Management
California
$2.65K
FNWA
696
Financial Network Wealth Advisors
Utah
$2.65K
NEWAS
697
N.E.W. Advisory Services
Wisconsin
$2.65K
ANBT
698
American National Bank & Trust
Texas
$2.65K
LWM
699
Lodestone Wealth Management
Washington
$2.54K
ADL
700
Asset Dedication LLC
California
$2.47K